JPMorgan Chase & Co. shares owned by Fermata Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $605k | 3.0k | 200.33 |
| 2023-12-31 | $231k | 1.4k | 170.13 |
| 2023-09-30 | $204k | 1.4k | 145.05 |
| 2022-06-30 | $271k | 2.4k | 112.68 |
| 2022-03-31 | $473k | 3.5k | 136.55 |
| 2021-12-31 | $628k | 4.0k | 158.51 |
| 2021-09-30 | $678k | 4.1k | 163.85 |
| 2021-06-30 | $676k | 4.3k | 155.83 |
| 2021-03-31 | $360k | 2.4k | 152.67 |